Provident Living Financial Services, Inc. has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $102 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: So Fi Technologies, Inc. with a value of $22.2B, Fidelity Merrimack Str Tr Tota with a value of $10B, Rbb Fund Trust with a value of $9.99B, Citigroup Inc with a value of $6.55B, and Bank Of America Corp with a value of $5.71B.

Examining the 13F form we can see an increase of $102B in the current position value.

Provident Living Financial Services, Inc. is based out at Lehi, UT

Below you can find more details about Provident Living Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
Financial Services: $37.2 Billion
ETFs: $26.4 Billion
Technology: $12.6 Billion
Communication Services: $5.76 Billion
Consumer Cyclical: $2.72 Billion
Energy: $2.68 Billion
Basic Materials: $1.83 Billion
Healthcare: $1.54 Billion
Other: $1.14 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $102 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 49 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Provident Living Financial Services, Inc. Portfolio

Follow Provident Living Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Provident Living Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Provident Living Financial Services, Inc. with notifications on news.